UFPG
CHY

United Financial Planning Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

United Financial Planning Group’s Portfolio CHY Stock Details CHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$136K Buy
+10,000
New +$126K 0.07% 64
2026
Q1 		– Sell
-10,000
Closed -$113K – 499
2025
Q4 		$113K Hold
10,000
– – 0.07% 66
2025
Q3 		$112K Buy
+10,000
New +$110K 0.07% 59

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

United Financial Planning Group's CHY Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Calamos Convertible and High Income Fund (CHY) in Q2 2026: 10,000 shares worth $136K. The stake represents 0.07% of the portfolio and ranks #64 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in CHY as recently as Q4 2025.

United Financial Planning Group first reported a position in CHY in Q3 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • United Financial Planning Group held 10,000 shares of Calamos Convertible and High Income Fund worth $136K as of Q2 2026.
  • Calamos Convertible and High Income Fund was a new United Financial Planning Group position in Q2 2026.
  • Calamos Convertible and High Income Fund made up 0.07% of United Financial Planning Group's portfolio in Q2 2026, its #64 holding.
  • United Financial Planning Group first reported a position in Calamos Convertible and High Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.